Financial Services Representative

4 days ago


Caledonia, Michigan, United States Lake Michigan Credit Union Full time

**Job Overview:**

  • We are seeking a highly skilled Financial Services Representative to join our team at Lake Michigan Credit Union.

**About the Role:**

This is an excellent opportunity for a motivated and customer-focused individual to provide exceptional service to our members. As a Financial Services Representative, you will be responsible for educating and cross-selling members on LMCU products and services that best fit their financial needs.

Key Responsibilities:

  • Partner with members to understand their financial goals and develop tailored solutions to meet their needs.
  • Open and process new accounts, checking products, saving products, loans (unsecured/secured), credit cards, second mortgages, HSA, or IRA accounts with excellent accuracy.
  • Build relationships with business partners and successfully refer products to them.
  • Counsel members on financial responsibility and credit to help them create a safe financial future.
  • Assist in all aspects of the branch as needed, such as processing transactions, vault responsibilities, and Saturday supervisor duties.
  • Represent LMCU within the community or at various sponsored events.
  • Mentor peers and coach to find successful referrals.

Requirements:

  • One to three years of similar or related experience.
  • Excellent written and verbal communication skills.

Benefits:

  • Flexible Scheduling - Ideal for those individuals who value work-life balance.
  • Pre-Set Schedule.
  • Networking with employees of different branches, as well as members of Company Management.
  • Dedicated Manager to assist with career growth.

What You'll Get:

  • Weekly Pay.
  • Comprehensive Health & Wellness package including Medical (with prescription coverage), Dental, and vision.
  • Matching Health Savings Account Contributions, Dependent Care flexible spending account (FSA).
  • Retirement options like 401(k) with company match and pension.
  • Paid time off: Vacation, Personal days, paid holidays, paid volunteer time, sick days, & flex time.
  • Tuition reimbursement.
  • To see a full list of our benefit offerings - check out this helpful guide.

**Estimated Salary:** $45,000 - $60,000 per year, based on location and experience.



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